VBR icon

Vanguard Small-Cap Value ETF

1,554 hedge funds and large institutions have $17.8B invested in Vanguard Small-Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 117 funds opening new positions, 569 increasing their positions, 575 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.1% more ownership

Funds ownership: 56.78%56.89% (+0.1%)

1% less repeat investments, than reductions

Existing positions increased: 569 | Existing positions reduced: 575

5% less funds holding in top 10

Funds holding in top 10: 9792 (-5)

Holders
1,554
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
92
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$13.7M
Puts
$1.71M
Net Calls
Net Calls Change

Top Buyers

1 +$43.7M
2 +$39.7M
3 +$25.9M
4
Corient Private Wealth
Corient Private Wealth
Florida
+$25.8M
5
BW
Balance Wealth
Ohio
+$21M

Top Sellers

1 -$246M
2 -$49.3M
3 -$43.1M
4
UBS Group
UBS Group
Switzerland
-$38.6M
5
Jones Financial Companies
Jones Financial Companies
Missouri
-$32.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SOWAS
1601
Silver Oak Wealth Advisors Services
California
IAG
1602
Ipsen Advisor Group
Arkansas
SW
1603
Schulz Wealth
Texas
SAM
1604
Smithbridge Asset Management
Pennsylvania
RWA
1605
River Wealth Advisors
Pennsylvania
MPW
1606
MASECO Private Wealth
WA
1607
Whipplewood Advisors
Colorado
SO
1608
Sierra Ocean
California
TIM
1609
Total Investment Management
Arizona
BIG
1610
Brooklyn Investment Group
New York
TLA
1611
Tanglewood Legacy Advisors
Texas
BCMLT
1612
Beacon Capital Management LLC (Tennessee)
Tennessee
FCAS
1613
First Command Advisory Services
Texas
WH
1614
Wallace Hart
Kentucky
CPA
1615
Compass Planning Associates
Massachusetts
PSFG
1616
Park Square Financial Group
Georgia
MIA
1617
MeadowBrook Investment Advisors
Michigan
POIA
1618
Pin Oak Investment Advisors
Texas
CSWG
1619
Cardinal Strategic Wealth Guidance
Kentucky
TCM
1620
Traub Capital Management
Massachusetts
BMM
1621
Berkshire Money Management
Massachusetts
FMP
1622
Financial Management Professionals
Texas
TPWA
1623
Twin Peaks Wealth Advisors
California
MAWAG
1624
Mid-American Wealth Advisory Group
Missouri
BPAMU
1625
BTG Pactual Asset Management US
New York